Federated Hermes, Inc.
FHI- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001056288
In the last 90 days, Federated Hermes, Inc. insiders filed 0 open-market purchases and 2 sales; 390 institutions reported holding it in 13F filings for Q2 2026, worth $3.67B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Federated Hermes, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 312
- +35 vs. Q3 2022
- Shares held
- 70.5M
- +327.9K (+0.5%) vs. Q3 2022
- Total value
- $2.56B
- +$236.8M (+10.2%) vs. Q3 2022
- New holders
- 60
- 101 more added
- Sold out
- 25
- 100 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FHI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 390 | $3.67B |
| Q1 2026 | 400 | $3.71B |
| Q4 2025 | 383 | $3.56B |
| Q3 2025 | 371 | $3.55B |
| Q2 2025 | 364 | $2.90B |
| Q1 2025 | 321 | $2.55B |
| Q4 2024 | 328 | $2.66B |
| Q3 2024 | 295 | $2.33B |
| Q2 2024 | 311 | $2.11B |
| Q1 2024 | 316 | $2.32B |
| Q4 2023 | 322 | $2.16B |
| Q3 2023 | 309 | $2.24B |
| Q2 2023 | 339 | $2.43B |
| Q1 2023 | 319 | $2.94B |
| Q4 2022 | 312 | $2.56B |
| Q3 2022 | 279 | $2.33B |
| Q2 2022 | 259 | $2.32B |
| Q1 2022 | 261 | $2.59B |
| Q4 2021 | 261 | $2.91B |
| Q3 2021 | 249 | $2.57B |
| Q2 2021 | 266 | $2.69B |
| Q1 2021 | 285 | $2.45B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Federated Hermes, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 12,326,624 | $447.6M | 0.01% | +574,836+4.9% | Added |
| Vanguard Group Inc | 8,483,827 | $308.0M | 0.01% | +204,042+2.5% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,504,318 | $163.6M | 35.85% | +1,269,097+39.2% | Added |
| FMR LLC | 2,947,106 | $107.0M | 0.01% | −76,981−2.5% | Reduced |
| State Street Corp | 2,873,829 | $104.3M | 0.01% | +59,301+2.1% | Added |
| Great West Life Assurance Co | 2,378,718 | $86.8M | 0.23% | +27,333+1.2% | Added |
| Dimensional Fund Advisors LP | 2,265,413 | $82.3M | 0.03% | −4,602−0.2% | Reduced |
| Invesco Ltd. | 2,189,332 | $79.5M | 0.02% | +70,016+3.3% | Added |
| Bank of New York Mellon Corp | 2,004,604 | $72.8M | 0.02% | −50,980−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,956,868 | $71.1M | 0.02% | +82,365+4.4% | Added |
| Geode Capital Management, LLC | 1,700,698 | $61.8M | 0.01% | +2,331+0.1% | Added |
| Victory Capital Management Inc | 1,632,005 | $59.3M | 0.07% | −334,998−17.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,239,196 | $45.0M | 0.29% | −13,585−1.1% | Reduced |
| Citadel Advisors LLC | 1,233,153 | $44.8M | 0.05% | +228,437+22.7% | Added |
| Northern Trust Corp | 1,142,250 | $41.5M | 0.01% | −18,770−1.6% | Reduced |
| Thrivent Financial for Lutherans | 1,055,258 | $38.3M | 0.10% | +35,889+3.5% | Added |
| Burgundy Asset Management Ltd. | 982,594 | $35.7M | 0.46% | −1,341,332−57.7% | Reduced |
| Morgan Stanley | 779,888 | $28.3M | 0.00% | +415,409+114.0% | Added |
| Goldman Sachs Group Inc | 719,668 | $26.1M | 0.01% | −131,892−15.5% | Reduced |
| Balyasny Asset Management LLC | 692,424 | $25.1M | 0.09% | −17,178−2.4% | Reduced |
| Ruffer LLP | 660,336 | $24.0M | 1.61% | −6,000−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 588,313 | $21.4M | 0.05% | +2520.0% | Added |
| Schroder Investment Management Group | 517,668 | $18.8M | 0.03% | +376,638+267.1% | Added |
| Prospector Partners LLC | 516,541 | $18.8M | 2.58% | −709−0.1% | Reduced |
| HighTower Advisors, LLC | 426,299 | $15.5M | 0.04% | −21,633−4.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 417,000 | $15.1M | 0.08% | +417,000 | New |
| Royce & Associates LP | 415,000 | $15.1M | 0.16% | −90,000−17.8% | Reduced |
| Azora Capital LP | 413,798 | $15.0M | 2.56% | −60,728−12.8% | Reduced |
| Nuveen Asset Management, LLC | 408,615 | $14.8M | 0.01% | −153,931−27.4% | Reduced |
| Foundation Resource Management Inc | 400,236 | $14.5M | 2.40% | +877+0.2% | Added |
| Bank of America Corp | 349,450 | $12.7M | 0.00% | −31,312−8.2% | Reduced |
| Millennium Management LLC | 336,997 | $12.2M | 0.01% | −1,453,517−81.2% | Reduced |
| Principal Financial Group Inc | 333,740 | $12.1M | 0.01% | +648+0.2% | Added |
| Sprott Inc. | 325,000 | $11.8M | 1.05% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 318,584 | $11.6M | 0.01% | −115,162−26.6% | Reduced |
| Two Sigma Investments, LP | 298,361 | $10.8M | 0.03% | +195,259+189.4% | Added |
| Ledyard National Bank | 295,549 | $10.7M | 1.26% | −3,177−1.1% | Reduced |
| Rhumbline Advisers | 273,980 | $9.95M | 0.01% | +2,442+0.9% | Added |
| JPMorgan Chase & Co | 270,276 | $9.81M | 0.00% | −3,518−1.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 261,615 | $9.50M | 0.04% | +59,310+29.3% | Added |
| Country Club Bank | 232,115 | $8.43M | 0.73% | −1,370−0.6% | Reduced |
| Two Sigma Advisers, LP | 228,900 | $8.31M | 0.02% | +170,400+291.3% | Added |
| Arrowstreet Capital, Limited Partnership | 215,603 | $7.83M | 0.01% | +185,783+623.0% | Added |
| Point72 Asset Management, L.P. | 211,300 | $7.67M | 0.03% | +211,300 | New |
| Deutsche Bank AG | 205,075 | $7.45M | 0.00% | +147,739+257.7% | Added |
| Swiss National Bank | 204,517 | $7.43M | 0.01% | −2,000−1.0% | Reduced |
| Cambria Investment Management, L.P. | 202,818 | $7.36M | 0.62% | +31,608+18.5% | Added |
| Hourglass Capital, LLC | 182,090 | $6.61M | 2.33% | −3,700−2.0% | Reduced |
| ExodusPoint Capital Management, LP | 175,415 | $6.37M | 0.10% | +51,955+42.1% | Added |
| Inlet Private Wealth, LLC | 173,550 | $6.30M | 1.67% | +2,200+1.3% | Added |
| Bridgewater Associates, LP | 172,295 | $6.26M | 0.03% | +101,751+144.2% | Added |
| American International Group, Inc. | 171,181 | $6.22M | 0.04% | −2,090−1.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 170,091 | $6.18M | 2.53% | +1,100+0.7% | Added |
| AQR Capital Management LLC | 166,732 | $6.05M | 0.01% | −15,650−8.6% | Reduced |
| Panagora Asset Management Inc | 165,374 | $6.00M | 0.04% | +165,374 | New |
| New York State Teachers Retirement System | 150,143 | $5.45M | 0.01% | +8,000+5.6% | Added |
| Ameriprise Financial Inc | 149,765 | $5.44M | 0.00% | +3,675+2.5% | Added |
| Credit Suisse AG | 143,119 | $5.20M | 0.01% | +23,802+19.9% | Added |
| State of Tennessee, Treasury Department | 134,668 | $4.89M | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 132,206 | $4.80M | 0.07% | +132,206 | New |
| Cubist Systematic Strategies, LLC | 127,997 | $4.65M | 0.04% | +32,479+34.0% | Added |
| BancorpSouth Bank | 121,531 | $4.41M | 0.41% | +1,065+0.9% | Added |
| BNP Paribas Arbitrage, SA | 121,337 | $4.41M | 0.01% | +82,226+210.2% | Added |
| Alpha Omega Wealth Management LLC | 115,869 | $4.21M | 0.75% | −12,275−9.6% | Reduced |
| D. E. Shaw & Co., Inc. | 113,622 | $4.13M | 0.01% | +113,622 | New |
| Retirement Systems of Alabama | 111,423 | $4.05M | 0.02% | +566+0.5% | Added |
| UBS Asset Management Americas Inc | 110,109 | $4.00M | 0.00% | +1,679+1.5% | Added |
| California State Teachers Retirement System | 107,761 | $3.91M | 0.01% | −889−0.8% | Reduced |
| LSV Asset Management | 105,880 | $3.85M | 0.01% | −13,320−11.2% | Reduced |
| Manufacturers Life Insurance Company, The | 99,218 | $3.60M | 0.00% | −1,895−1.9% | Reduced |
| Vident Investment Advisory, LLC | 97,510 | $3.54M | 0.13% | +63,606+187.6% | Added |
| MetLife Investment Management | 97,041 | $3.52M | 0.03% | −1,160−1.2% | Reduced |
| Man Group plc | 96,971 | $3.52M | 0.01% | −4,161−4.1% | Reduced |
| Legal & General Group Plc | 96,931 | $3.52M | 0.00% | +1,140+1.2% | Added |
| Norges Bank | 96,000 | $3.49M | 0.00% | +41,599+76.5% | Added |
| Gamco Investors, Inc. Et Al | 92,900 | $3.37M | 0.04% | −1,200−1.3% | Reduced |
| Baird Financial Group, Inc. | 89,537 | $3.25M | 0.01% | −3,773−4.0% | Reduced |
| Russell Investments Group, Ltd. | 84,041 | $3.05M | 0.01% | +46,842+125.9% | Added |
| S&T Bank | 78,008 | $2.83M | 0.52% | −478−0.6% | Reduced |
| Renaissance Technologies LLC | 77,800 | $2.83M | 0.00% | +77,800 | New |
| Continental Advisors LLC | 76,537 | $2.78M | 2.64% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 75,484 | $2.74M | 2.09% | +3,575+5.0% | Added |
| Glenmede Trust Co NA | 74,504 | $2.71M | 0.02% | +15,604+26.5% | Added |
| Trexquant Investment LP | 70,994 | $2.58M | 0.07% | +55,825+368.0% | Added |
| State Board of Administration of Florida Retirement System | 69,814 | $2.53M | 0.01% | −1,670−2.3% | Reduced |
| Mutual of America Capital Management LLC | 69,535 | $2.52M | 0.03% | +1,415+2.1% | Added |
| Truist Financial Corp | 68,437 | $2.48M | 0.00% | −2,176−3.1% | Reduced |
| New York State Common Retirement Fund | 63,822 | $2.32M | 0.00% | +2,426+4.0% | Added |
| Radnor Capital Management, LLC | 63,125 | $2.29M | 0.56% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 62,181 | $2.26M | 0.01% | −7,761−11.1% | Reduced |
| Royal Bank of Canada | 61,873 | $2.25M | 0.00% | +14,621+30.9% | Added |
| Amalgamated Bank | 60,179 | $2.19M | 0.02% | +927+1.6% | Added |
| Texas Permanent School Fund | 56,833 | $2.06M | 0.03% | −4,069−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 56,574 | $2.05M | 0.00% | −122,764−68.5% | Reduced |
| Graham Capital Management, L.P. | 52,110 | $1.89M | 0.07% | −4,436−7.8% | Reduced |
| Prudential Financial Inc | 50,361 | $1.83M | 0.00% | −235−0.5% | Reduced |
| Janney Montgomery Scott LLC | 49,118 | $1.78M | 0.01% | +738+1.5% | Added |
| UBS Group AG | 47,746 | $1.73M | 0.00% | +45,844+2,410.3% | Added |
| Moran Wealth Management, LLC | 46,455 | $1.69M | 0.06% | +46,455 | New |
| PDT Partners, LLC | 46,377 | $1.68M | 0.27% | +46,377 | New |